Latest Institutional Purchases of Solo Brands, Inc. (DTC)
This list provides information on the latest institutional transactions involving Solo Brands, Inc. (DTC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
62.5K+ 42.14% |
$68.2K - $156K
|
211K
$259K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
24.3K+ 42.53% |
$26.5K - $60.8K
|
81.5K
$100K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
13.6KNew |
$14.8K - $34.1K
|
13.6K
$16.8K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
13KNew |
$14.2K - $32.5K
|
13K
$16K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
5.5K+ 29.57% |
$6K - $13.8K
|
24.1K
$29.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.1KNew |
$1.2K - $2.75K
|
1.1K
$1.35K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
328+ 125.19% |
$358 - $820
|
590
$726
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
295New |
$322 - $738
|
295
$363
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
130+ 154.76% |
$142 - $325
|
214
$263
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.24M+ 14552.5% |
$2.19M - $2.82M
|
1.24M
$1.53M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
385K+ 7.44% |
$681K - $878K
|
5.56M
$6.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
152K+ 95.26% |
$268K - $346K
|
311K
$382K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
102K+ 122.32% |
$180K - $232K
|
185K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
100KNew |
$177K - $228K
|
100K
$123K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
62K+ 9.43% |
$110K - $141K
|
719K
$885K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
45.2K+ 34.93% |
$80K - $103K
|
175K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
41.1K+ 7.05% |
$72.7K - $93.6K
|
623K
$767K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
27.4K+ 7.73% |
$48.4K - $62.4K
|
381K
$469K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
23.4KNew |
$41.4K - $53.3K
|
23.4K
$28.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.9KNew |
$33.4K - $43K
|
18.9K
$23.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
13.6K+ 68.2% |
$24.1K - $31K
|
33.6K
$41.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
10.9K+ 11.33% |
$19.3K - $24.9K
|
107K
$132K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
10KNew |
$17.7K - $22.8K
|
10K
$12.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
9.76KNew |
$17.3K - $22.3K
|
9.76K
$12K
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
8.12K+ 1.9% |
$14.4K - $18.5K
|
437K
$537K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.74K+ 41.35% |
$10.2K - $13.1K
|
19.6K
$24.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
4.91K+ 29.94% |
$8.7K - $11.2K
|
21.3K
$26.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.3K+ 7.25% |
$7.61K - $9.8K
|
63.6K
$78.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.72K+ 8.75% |
$3.05K - $3.93K
|
21.4K
$26.3K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.2KNew |
$2.12K - $2.74K
|
1.2K
$1.48K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.14K+ 2.12% |
$2.02K - $2.6K
|
54.8K
$67.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.1K+ 15.43% |
$1.95K - $2.52K
|
8.26K
$10.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.09K+ 243.95% |
$1.93K - $2.48K
|
1.53K
$1.89K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
994+ 3.36% |
$1.76K - $2.27K
|
30.6K
$37.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
955+ 1.3% |
$1.69K - $2.18K
|
74.1K
$91.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
879+ 13.98% |
$1.56K - $2K
|
7.17K
$8.81K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
300New |
$531 - $684
|
300
$369
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
281+ 8.21% |
$497 - $641
|
3.71K
$4.56K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
192+ 3.9% |
$340 - $438
|
5.11K
$6.29K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
83New |
$147 - $189
|
83
$102
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 500.0% |
$53.1 - $68.4
|
36
$44.3
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
488KNew |
$991K - $2.91M
|
488K
$600K
|
|
|
May 15, 2024
Q1 2024
|
Divisadero Street Capital Management, LP
Miami, FL |
BUY
|
- |
260KNew |
$527K - $1.55M
|
260K
$320K
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
82.4KNew |
$167K - $492K
|
82.4K
$101K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
65.8K+ 67.75% |
$134K - $393K
|
163K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
50KNew |
$101K - $299K
|
50K
$61.5K
|
|
|
May 14, 2024
Q1 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
39KNew |
$79.2K - $233K
|
39K
$48K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
38.1K+ 51.92% |
$77.4K - $228K
|
112K
$137K
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
37.6K+ 68.91% |
$76.3K - $224K
|
92.1K
$113K
|
|